MNA
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Manning & Napier Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Manning & Napier Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Buy
823
+783
+1,958% +$99.5K ﹤0.01% 338
2025
Q4 		$4.81K Hold
40
– – ﹤0.01% 455
2025
Q3 		$4.75K Buy
+40
New +$4.6K ﹤0.01% 421

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Manning & Napier Advisors's IJR Position: Q1 2026 in Review

Manning & Napier Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1,958% in Q1 2026, buying an estimated $99.5K and bringing the position to 823 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Manning & Napier Advisors first reported a position in IJR in Q3 2025 and has held it in 3 quarters since. 2,739 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Manning & Napier Advisors held 823 shares of iShares Core S&P Small-Cap ETF worth $102K as of Q1 2026.
  • Manning & Napier Advisors bought 783 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $99.5K.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #338 holding.
  • Manning & Napier Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,739 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.